See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,642 | $48,795-55.6% | $65,493-67.0% | $84,808-74.5% |
| Participation rate | 41.0% | 67.0%-26.0pp | 73.1%-32.1pp | 68.3%-27.3pp |
| Annual return | 17.01% | 20.20%-3.2pp | 982.45%-965.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $265 | $1,930-86.2% | $2,574-89.7% | $2,631-89.9% |
| Participant deferral / active EE | $2,640 | $2,928-9.8% | $3,961-33.3% | $4,212-37.3% |
| Admin fee / account holder | $1,308 | $3,877-66.3% | $5,028-74.0% | $7,344-82.2% |